Destiny Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Hold |
2,735
| – | – | 0.05% | 134 |
|
|
2025
Q1 | $358K | Hold |
2,735
| – | – | 0.06% | 125 |
|
|
2024
Q4 | $360K | Buy |
2,735
+77
| +3% | +$10.1K | 0.06% | 126 |
|
|
2024
Q3 | $360K | Hold |
2,658
| – | – | 0.06% | 117 |
|
|
2024
Q2 | $324K | Sell |
2,658
-202
| -7% | -$24.6K | 0.06% | 116 |
|
|
2024
Q1 | $360K | Hold |
2,860
| – | – | 0.06% | 113 |
|
|
2023
Q4 | $318K | Hold |
2,860
| – | – | 0.06% | 123 |
|
|
2023
Q3 | $290K | Sell |
2,860
-135
| -5% | -$13.7K | 0.06% | 133 |
|
|
2023
Q2 | $328K | Hold |
2,995
| – | – | 0.06% | 128 |
|
|
2023
Q1 | $303K | Buy |
2,995
+2,206
| +280% | +$223K | 0.06% | 132 |
|
|
2022
Q4 | $77.5K | Buy |
789
+539
| +216% | +$52.9K | 0.02% | 246 |
|
|
2022
Q3 | $21K | Hold |
250
| – | – | ﹤0.01% | 350 |
|
|
2022
Q2 | $22K | Sell |
250
-326
| -57% | -$28.7K | ﹤0.01% | 348 |
|
|
2022
Q1 | $59K | Hold |
576
| – | – | 0.01% | 302 |
|
|
2021
Q4 | $61K | Hold |
576
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $56K | Buy |
+576
| New | +$56K | 0.01% | 272 |
|
|
2021
Q2 | – | Sell |
-576
| Closed | -$57K | – | 528 |
|
|
2021
Q1 | $57K | Hold |
576
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $51K | Buy |
+576
| New | +$51K | 0.01% | 284 |
|